Only Administrators and Office Administrators are able to manage roles and permissions in the Access tab on the main Navigation bar.  

Once in the Access section, administrators have the ability to manage users, groups of users, and groups of Entity record data.  

Inviting Individuals and Granting Access to Unity Entity Management Data

Inviting Individuals

1. Navigate to the Access tab from the main menu
2. Click All Users
3. Click New
4. Select Individual User
5. Enter the information about the individual requested:
   • First Name
   • Last Name
   • Email Address
   • User Type
     • Note: This User Type (or Role) is the maximum level of permission an individual will require to  access any of the data in Unity Entity Management.  More limited roles can be applied later when inviting individuals to specific Access Groups.  If an individual is granted access to an Access Group at a higher role, this initial User Type will override any higher level permissions granted.  A User Type can be changed at the Individual record level at any time. 
6. Click Add
7. You can add the single individual by clicking Submit
   • If you have multiple individuals you need to add, before clicking Submit, you can click + Add User and continue to add more individuals by repeating steps 5 and 6 
   • Once you have added all the individuals you need to include, click Submit

Creating User Groups

User Groups are designed to group individual profiles together that all require the same access to the data available in specific Access Groups. 

1. Navigate to the Access tab from the main menu
2. Click All Users
3. Click New
4. Select User Group
5. Populate a name for the User Group
6. You now have the option to Create the User Group, in which case the group will be created and reflected in the All Users tab and you can add individual profiles to the User Group later.  
   
   OR you can add the individuals who should be included in the User Group in the same way as above, if you are in the User Groups tab.  Click New, 
   • If you choose to add individuals upon creation of the User Group, once you have added all necessary individuals, click Create

Granting Individuals and User Groups access to Access Groups

In order for an individual to have the ability to log into Unity Entity Management, they must be connected to at least one Access Group as an Individual or through a User Group. If there is no added groups, they can be assigned to the Default Group.

To grant access to an Access Group for an Individual or User Group, follow these steps:

1. Navigate to the Access tab from the main menu
2. Click on the User and User Groups
3. Click on the individual or User Group you would like to manage access for
4. Go to Access Groups on the side navigation
5. Click Add
6. In the Add New Access modal select the Access Group or Groups you would like to grant access to
7. Click Next
8. For each individual/User Group set the Role to grant the appropriate level of access to the Access Group(s)
9. If required, set an Access Expiry Date.  Based on the access expiry date, user access will be revoked to the Access Group selected
10. All individuals/groups of individuals will receive an email when granted access to an Access Group.  If you wish to NOT send an email, simply deselect the Send email invitation tickbox
11. Click Add.